FINANCIAL PLANNING...OUR APPROACH

GETTING TO KNOW YOU; UNDERSTANDING YOUR GOALS

We take time to understand your situation and aspirations. Typically this includes an initial telephone conversation and subsequent face to face meeting, during which we will also verify your identity and clearly explain how we charge for our services. This stage of the process is entirely at our expense and with no obligation.

CREATING YOUR BESPOKE FINANCIAL PLAN

We’ll gather information from you and your current providers about your financial situation and create a ‘Your Information’ document. We will utilise this information combined with your objectives to create a bespoke Initial Strategic Review. This document provides our recommendations for your next steps.

IMPLEMENTING YOUR PLAN

Following your instruction, the Culverhouse & Co team carry out the recommendations in the Initial Strategic Review. For example establishing or switching a pension, or helping your savings to work harder for you.

KEEPING AN EYE ON THINGS

Most clients require us to closely monitor their investments an ongoing basis. You can log in to our secure online Personal Finance Portal that allows you to see your full financial picture 24/7. Our ongoing reviews are typically carried out every six months and ensure your investments remain appropriate and in line with your risk profile. As well as formal monitoring we pride ourselves on always being at the end of the phone to talk with you about your financial plan, should you wish to do so.

Would you benefit from a Financial Planning 'health check'? 
 
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Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.

 

Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 08470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392

 

Culverhouse & Co Ltd is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland, under reference number C001690279.

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

© 2018 by Culverhouse & Co